Other
2023 plan-year Other DOL Form 5500

INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127

This Other plan holds $37M in total assets and serves 106 participants as of 2023. It is sponsored by TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127 in Wisconsin. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$37M
Participants
106
State
Industry
Construction

What the Filing Says About INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND

INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND is a Other retirement plan sponsored by TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 106 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 510167810, and the plan has been effective since 1965-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2023 to $37M at year-end — a gain of 9.7%. Net assets (after liabilities) closed the year at $37M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$34M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$3M
Plan TypeOther
Employer EIN510167810
Plan Effective Date1965-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127)

Year Plans Participants Total Assets
2022 1 106 $34M
2023 1 106 $37M

Nearby Other Plans in Wisconsin

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND?
As of the 2023 Form 5500 filing, INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND holds $37M in total assets with 106 participants. It is sponsored by TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127.
What type of plan is INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND?
INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND is a Other plan. It has been effective since 1965-08-01. The plan is filed with the U.S. Department of Labor under EIN 510167810.
Who sponsors the INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND?
INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND is sponsored by TRUSTEES OF INT'L ASSN OF HEAT & FROST I & ASBESTOS WORKERS LOCAL 127, located in Wisconsin. The sponsor's EIN is 510167810 and the plan operates in the Construction industry.
How did INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND perform in 2023?
INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND grew by 9.7% during 2023, moving from $34M to $37M in total assets. Net income was $3M.
Where can I find official filings for INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND?
Official Form 5500 filings for INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 510167810 or plan name at efast.dol.gov.
How does INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND compare to other plans?
You can compare INT'L ASSN OF HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL 127 PENSION FUND against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 510167810.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.